Quotations & Estimating

Objective

To provide the flexibility of producing quotes with multiple offers for stocked and/or customized (estimated) items for existing or prospective customers.

The Value of SYSPRO Quotations & Estimating

• Quotes on existing and/or non-stocked items
• Retains Bill of Materials for non-stocked make items
• Retains supplier contacts for non-stocked as well as bought items
• Provides access to the Product Configurator at line level
• Identifies time and materials for manufacturing an item
• Estimates expected labor, material and overhead costs
• Safeguards profits with built-in profit percentages
• Retains analysis on lost quotes
  
• May be selectively included in MRP for planning
• Preview of reports to screen and e-mail capabilitie

Matching SYSPRO to Your Business

• Recall non-stocked item information for use in multiple quotations
• Has an on-line cost roll-up to determine price and lead-time
• Multiple user-defined formats for printing quotes
• Expiration dates control quoted costs
• Ability to re-value based on current inventory or standard costs
• Five offers per quotation with default quantity breaks
• Copy and modify previous quotation
• Import from CAD generated files (or other ASCII files)
• Recall configurations previously defined using the product configurator
• Automatically create work orders, purchase orders and sales orders, on acceptance of the quote
• Job chaining for multi-level custom BOMs
• Automatic issue of lower jobs to their parent, on completion
• Notes, comments and instructions may be added and printed on reports and quotation formats
• Create inventory item and generate bill of material from estimete

Audit Trails and Reporting

• Retains quotes for as long as required
• Detailed and summarized reports available
• Estimate details may be included in quotation reports
• On-screen queries show all quote and estimate details
• Analysis reporting available

Integration

• Integrates with the Work in Progress, Bill of Materials, Sales Orders & Invoicing, Inventory Control and the Requirements Planning modules
• E-mail reports and fax documents with the Office Automation module